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Intersect Capital’s UFP Industries UFPI Stock Holding History

Intersect Capital’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$218K Hold
3,197
– – 0.07% 307
2022
Q1 		$247K Hold
3,197
– – 0.05% 363
2021
Q4 		$294K Hold
3,197
– – 0.05% 318
2021
Q3 		$217K Hold
3,197
– – 0.04% 359
2021
Q2 		$238K Sell
3,197
-36
-1% -$2.84K 0.04% 310
2021
Q1 		$245K Buy
+3,233
New +$202K 0.05% 281
2016
Q3 		– Sell
-9,000
Closed -$278K – 109
2016
Q2 		$278K Hold
9,000
– – 0.17% 90
2016
Q1 		$257K Buy
+9,000
New +$214K 0.16% 93
2015
Q2 		– Sell
-3,000
Closed -$55K – 349
2015
Q1 		$55K Hold
3,000
– – 0.04% 171
2014
Q4 		$53K Buy
+3,000
New +$48.6K 0.04% 182

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intersect Capital's UFPI Position: Q2 2022 in Review

Intersect Capital held its UFP Industries (UFPI) position steady in Q2 2022 at 3,197 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #307.

Intersect Capital first reported a position in UFPI in Q4 2014 and has held it in 10 quarters since. The position peaked at $294K in Q4 2021. 317 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

  • Intersect Capital held 3,197 shares of UFP Industries worth $218K as of Q2 2022.
  • Intersect Capital left its UFP Industries share count unchanged in Q2 2022.
  • UFP Industries made up 0.07% of Intersect Capital's portfolio in Q2 2022, its #307 holding.
  • Intersect Capital first reported a position in UFP Industries in Q4 2014 and has held it in 10 quarters since.
  • Intersect Capital's UFP Industries position peaked at $294K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.